Our Story

gr_video4

We founded Waypoint to help clients establish ideal ‘waypoints’ along their financial journey.

“We build relationships with our clients, calmly considering next steps, one step at a time, until your financial balance is in place.”

 

A Deeper Perspective: the videos below tell more of our story, and are from the perspective of a few of our thought leaders at the BAM Alliance.

gr_video3

We are guided by very personal goals … yours.

“We see past the spreadsheet to understand your most important dreams and goals.”

gr_video2

We are informed by the academic evidence.

“We base everything we do on the latest academic research and tailor those findings to the specific needs of our clients.”

gr_video8

We help our clients gain financial calm and confidence.

“The best financial relationships happen when you feel that the person you’re working with is not just interested in investing your money, but they’re interested in investing in your life.”

gr_video1

Your financial interests are at the center of our services and our transparent pricing.

“Our clients are at the center of everything we do. It’s beyond a job, beyond a profession, it’s a sense of calling.”